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Motilal Oswal Financial Services Senior Wealth Manager Interview Questions and Answers

Updated 10 Jan 2025

Motilal Oswal Financial Services Senior Wealth Manager Interview Experiences

2 interviews found

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. Asked about ex company experience and performance.
Round 2 - One-on-one 

(1 Question)

  • Q1. Discussed about career and discussed about role.
Round 3 - One-on-one 

(1 Question)

  • Q1. One to one round done with zonal head of pcg pune. Checked previous performance and discussed about their expectations.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Jun 2023. There was 1 interview round.

Round 1 - One-on-one 

(4 Questions)

  • Q1. Mutual Funds details.
  • Q2. Market Knowledge
  • Q3. Structured Product
  • Q4. PMS/AIF details basic

Interview Preparation Tips

Topics to prepare for Motilal Oswal Financial Services Senior Wealth Manager interview:
  • Mutual
  • Pms/AIF
  • Market knowledge
Interview preparation tips for other job seekers - Prepare on market and basic details of products, confidence is most.

Senior Wealth Manager Interview Questions Asked at Other Companies

Interview questions from similar companies

Interview Questionnaire 

2 Questions

  • Q1. How many sub broker can you transfer to IIFL Securities?
  • Ans. 

    The number of sub brokers that can be transferred to IIFL Securities depends on various factors such as their performance, compliance, and eligibility.

    • The number of sub brokers that can be transferred to IIFL Securities is not fixed.

    • It depends on the performance of the sub brokers.

    • It also depends on their compliance with the regulations.

    • Eligibility criteria such as minimum business volume may also apply.

    • The final decis...

  • Answered by AI
  • Q2. How much AUM you can transfer from your old company?

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't Join. They don't give time to settle a new joinee they just hire and fire
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Jan 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all Resume tips
Round 2 - Aptitude Test 

Aptitude, logical reasoning,sales point of view and based on situations etc.

Round 3 - HR 

(1 Question)

  • Q1. All about us which was mentioned in CV
Round 4 - One-on-one 

(1 Question)

  • Q1. All one and one round with concerned department

Interview Preparation Tips

Interview preparation tips for other job seekers - Work on related field.
Be confident.
Working Industry knowledge on tips.
Situations based questions and many more questions are there.

I applied via Walk-in and was interviewed before Feb 2021. There was 1 interview round.

Round 1 - Technical 

(1 Question)

  • Q1. How much u gain product knowledge and market knowledge in your previous company it will be tested in technical round and your interpersonal skill also.

Interview Preparation Tips

Interview preparation tips for other job seekers - Present yourself in a simple manner and give prompt reply on the question by the interviewer.

I applied via Naukri.com and was interviewed in Feb 2021. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. I was asked about my full introduction. How I am performing my duties in my current organisation. How would I speak to client who has got crores to spend. Sensex nifty and banknifty closing. Recent researc...

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be confident. Have in-depth study of market
Round 1 - Group Discussion 

Ask to experience and check straight

Round 2 - HR 

(2 Questions)

  • Q1. What are your strengths and weaknesses?
  • Q2. Tell me about yourself.

Interview Preparation Tips

Interview preparation tips for other job seekers - Good Job and ther environmental

Interview Questionnaire 

1 Question

  • Q1. How manys a.c & brokerage
  • Ans. 

    I'm sorry, but I don't understand the question. Could you please clarify?

    • Please provide more context or rephrase the question.

    • I am not sure what you are asking about a.c and brokerage.

    • Could you please provide more information or clarify the question?

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - This interview was a technical one but was majority a stress test it lasted for about your skills depend on you

I applied via Company Website and was interviewed in Aug 2020. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. On capital market and financial institutions
  • Q2. What is market cap of Indian stock market
  • Ans. 

    The market cap of Indian stock market is constantly changing based on the performance of the companies listed on the stock exchange.

    • Market cap is the total value of all the shares of companies listed on the stock exchange

    • It is calculated by multiplying the total number of outstanding shares by the current market price of each share

    • As of August 2021, the market cap of Indian stock market is around $3.2 trillion

    • The marke...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - This interview was a technical on stock market and option market

I applied via Recruitment Consulltant and was interviewed before Jun 2021. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all Resume tips
Round 2 - HR 

(2 Questions)

  • Q1. How many Calls did you make per day ?
  • Q2. What third party products did you sell ?
  • Ans. 

    I sold various third party products including software, hardware, and accessories.

    • Sold software products such as Microsoft Office and Adobe Creative Suite

    • Sold hardware products such as printers and scanners

    • Sold accessories such as laptop bags and phone cases

  • Answered by AI
Round 3 - Behavioral 

(2 Questions)

  • Q1. Please Introduce yourself
  • Q2. Which Mutual Funds did you generally recommend to your Clients.
  • Ans. 

    I generally recommended a mix of equity and debt mutual funds based on the client's risk appetite and investment goals.

    • I assessed the client's risk appetite and investment goals before recommending any mutual funds.

    • For clients with a higher risk appetite, I recommended equity mutual funds that had a track record of good performance.

    • For clients with a lower risk appetite, I recommended debt mutual funds that provided st...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for HDFC Securities Assistant Manager interview:
  • NISM Series 8 Equity Derivatives
Interview preparation tips for other job seekers - Clear NISM Series 8 (Equity Derivatives) Exam before applying as it is a must for this job.
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Motilal Oswal Financial Services Interview FAQs

How many rounds are there in Motilal Oswal Financial Services Senior Wealth Manager interview?
Motilal Oswal Financial Services interview process usually has 2 rounds. The most common rounds in the Motilal Oswal Financial Services interview process are One-on-one Round.
What are the top questions asked in Motilal Oswal Financial Services Senior Wealth Manager interview?

Some of the top questions asked at the Motilal Oswal Financial Services Senior Wealth Manager interview -

  1. One to one round done with zonal head of pcg pune. Checked previous performance...read more
  2. Mutual Funds detai...read more
  3. PMS/AIF details ba...read more

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Motilal Oswal Financial Services Senior Wealth Manager Interview Process

based on 2 interviews

Interview experience

5
  
Excellent
View more

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Motilal Oswal Financial Services Senior Wealth Manager Salary
based on 6 salaries
₹7.5 L/yr - ₹15 L/yr
24% more than the average Senior Wealth Manager Salary in India
View more details

Motilal Oswal Financial Services Senior Wealth Manager Reviews and Ratings

based on 2 reviews

2.5/5

Rating in categories

3.0

Skill development

3.5

Work-life balance

4.0

Salary

2.5

Job security

2.5

Company culture

2.5

Promotions

3.0

Work satisfaction

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